Coca Cola Co
KO- Exchange
- NYSE
- Industry
- Beverages
- SEC CIK
- 0000021344
In the last 90 days, Coca Cola Co insiders filed 0 open-market purchases and 7 sales; 3,649 institutions reported holding it in 13F filings for Q2 2026, worth $263.1B in total; 6 superinvestors hold it, including Berkshire Hathaway and Maverick Capital.
13F holders, Q3 2024
Institutional positions in Coca Cola Co as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,145
- +139 vs. Q2 2024
- Shares held
- 3.11B
- +341.4M (+12.3%) vs. Q2 2024
- Total value
- $223.2B
- +$46.9B (+26.6%) vs. Q2 2024
- New holders
- 235
- 1,248 more added
- Sold out
- 96
- 1,285 more reduced
36 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,649 | $263.1B |
| Q1 2026 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $185.9B |
| Q4 2021 | 2,737 | $176.9B |
| Q3 2021 | 2,488 | $154.8B |
| Q2 2021 | 2,508 | $158.2B |
| Q1 2021 | 2,491 | $153.3B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sepio Capital, LP | 4,639 | $333.4K | 0.03% | +55+1.2% | Added |
| Instrumental Wealth, LLC | 4,741 | $333.5K | 0.33% | +93+2.0% | Added |
| Canandaigua National Trust Co of Florida | 4,644 | $333.7K | 0.29% | +4,644 | New |
| Fort, L.P. | 4,657 | $334.7K | 0.84% | −226−4.6% | Reduced |
| MBB Public Markets I LLC | 4,680 | $336.3K | 0.03% | −286,104−98.4% | Reduced |
| Wallington Asset Management, LLC | 4,693 | $337.0K | 0.05% | +1,485+46.3% | Added |
| Eagle Wealth Strategies LLC | 4,696 | $337.5K | 0.25% | +3+0.1% | Added |
| Perkins Coie Trust Co | 4,702 | $337.9K | 0.07% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,703 | $338.0K | 0.03% | +4,703 | New |
| Root Financial Partners, LLC | 4,715 | $338.8K | 0.05% | +1,073+29.5% | Added |
| Augustine Asset Management Inc | 4,718 | $339.0K | 0.12% | −97−2.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 4,721 | $339.3K | 0.03% | −983−17.2% | Reduced |
| Garrett Investment Advisors LLC | 4,721 | $339.3K | 0.03% | −1,132−19.3% | Reduced |
| Duncan Williams Asset Management, LLC | 4,730 | $339.9K | 0.19% | +4,730 | New |
| Hanlon Investment Management, Inc. | 4,734 | $340.2K | 0.10% | +424+9.8% | Added |
| Iron Horse Wealth Management, LLC | 4,736 | $340.3K | 0.12% | +15+0.3% | Added |
| Albion Financial Group | 4,755 | $341.7K | 0.02% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 4,755 | $341.7K | 0.05% | +983+26.1% | Added |
| Avalon Trust Co | 4,759 | $341.9K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,775 | $343.1K | 0.03% | +97+2.1% | Added |
| TRUE Private Wealth Advisors | 4,775 | $343.2K | 0.04% | −6,467−57.5% | Reduced |
| Wambolt & Associates, LLC | 4,787 | $343.3K | 0.09% | −168−3.4% | Reduced |
| Mezzasalma Advisors, LLC | 4,784 | $343.8K | 0.14% | −24−0.5% | Reduced |
| Winthrop Advisory Group LLC | 4,757 | $344.1K | 0.04% | −11−0.2% | Reduced |
| Warren Street Wealth Advisors, LLC | 4,794 | $344.5K | 0.14% | −102−2.1% | Reduced |
| Granite Harbor Advisors, Inc. | 4,794 | $344.5K | 0.20% | +1,179+32.6% | Added |
| Fernwood Investment Management, LLC | 4,798 | $344.8K | 0.11% | −975−16.9% | Reduced |
| Triangle Securities Wealth Management | 4,804 | $345.2K | 0.09% | +431+9.9% | Added |
| Cedrus LLC | 4,811 | $345.7K | 0.13% | −2,071−30.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 4,813 | $345.9K | 0.04% | −207−4.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 4,814 | $346.0K | 0.02% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 4,825 | $346.7K | 0.30% | +10.0% | Added |
| McClarren Financial Advisors, Inc. | 1,724 | $347.0K | 0.39% | +1,343+352.5% | Added |
| Fort Sheridan Advisors LLC | 4,832 | $347.2K | 0.05% | +804+20.0% | Added |
| Zuckerman Investment Group, LLC | 4,834 | $347.4K | 0.04% | −954−16.5% | Reduced |
| Tyler-Stone Wealth Management | 4,849 | $348.5K | 0.07% | +2,574+113.1% | Added |
| Tucker Asset Management LLC | 4,850 | $348.6K | 0.08% | −3,450−41.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,856 | $349.0K | 0.10% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 4,856 | $349.0K | 0.09% | +561+13.1% | Added |
| Arvest Bank Trust Division | 4,860 | $349.2K | 0.02% | +4,860 | New |
| Solidarilty Wealth, LLC | 4,829 | $349.4K | 0.09% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 4,868 | $349.8K | 0.29% | 00.0% | Unchanged |
| Family Firm, Inc. | 4,874 | $350.3K | 0.08% | +557+12.9% | Added |
| Unionview, LLC | 4,888 | $351.2K | 0.27% | +14+0.3% | Added |
| Blossom Wealth Management | 4,890 | $351.4K | 0.71% | +155+3.3% | Added |
| DeDora Capital, Inc. | 4,902 | $352.2K | 0.10% | +160+3.4% | Added |
| Trust Investment Advisors | 4,912 | $353.0K | 0.22% | +13+0.3% | Added |
| MMBG Investment Advisors Co. | 4,934 | $354.6K | 0.04% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 4,938 | $354.9K | 0.19% | +547+12.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 5,070 | $355.7K | 0.17% | +103+2.1% | Added |
| Hoertkorn Richard Charles | 4,955 | $356.1K | 0.15% | −8,000−61.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 4,959 | $356.4K | 0.12% | +317+6.8% | Added |
| Private Capital Management LLC | 4,982 | $358.0K | 0.06% | −1,588−24.2% | Reduced |
| General Partner, Inc. | 4,985 | $358.2K | 0.22% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,994 | $358.9K | 0.02% | +305+6.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,996 | $359.0K | 0.14% | +575+13.0% | Added |
| Concentric Wealth Management, LLC | 5,003 | $359.5K | 0.09% | −16−0.3% | Reduced |
| Eight 31 Financial LLC | 5,012 | $360.2K | 0.28% | −340−6.4% | Reduced |
| Code Waechter LLC | 5,017 | $361.0K | 0.34% | +5,017 | New |
| Cerro Pacific Wealth Advisors LLC | 5,674 | $361.1K | 0.14% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 5,052 | $363.0K | 0.18% | −921−15.4% | Reduced |
| Cynosure Management, LLC | 5,057 | $363.4K | 0.05% | +1,602+46.4% | Added |
| Fidelity D & D Bancorp Inc | 5,057 | $363.4K | 0.24% | −35−0.7% | Reduced |
| Foster Group, Inc. | 5,058 | $363.5K | 0.01% | −311−5.8% | Reduced |
| Country Trust Bank | 5,065 | $364.0K | 0.01% | −294−5.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,074 | $364.6K | 0.13% | +15+0.3% | Added |
| Sterling Wealth Management, Inc. | 5,079 | $365.0K | 0.14% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 5,079 | $365.0K | 0.16% | −99−1.9% | Reduced |
| Hoxton Planning & Management, LLC | 5,080 | $365.0K | 0.14% | +191+3.9% | Added |
| Darden Wealth Group Inc | 5,081 | $365.1K | 0.26% | 00.0% | Unchanged |
| Orion Investment Co | 5,083 | $365.3K | 0.14% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 5,198 | $365.6K | 0.06% | −90−1.7% | Reduced |
| Bullock Wealth Management Group | 5,099 | $365.7K | 0.22% | +99+2.0% | Added |
| Merriman Wealth Management, LLC | 5,077 | $365.8K | 0.01% | +61+1.2% | Added |
| Investmark Advisory Group LLC | 5,091 | $365.9K | 0.18% | −483−8.7% | Reduced |
| Amarillo National Bank | 5,111 | $367.3K | 0.07% | +541+11.8% | Added |
| Marion Wealth Management | 5,113 | $367.4K | 0.10% | +521+11.3% | Added |
| Horan Capital Advisors, LLC. | 5,117 | $367.7K | 0.12% | 00.0% | Unchanged |
| Joule Financial, LLC | 5,088 | $368.1K | 0.13% | +221+4.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 5,134 | $369.0K | 0.01% | −458−8.2% | Reduced |
| Buckhead Capital Management LLC | 5,149 | $370.0K | 0.12% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,150 | $370.1K | 0.09% | −150−2.8% | Reduced |
| Sentinus, LLC | 5,168 | $371.4K | 0.14% | +294+6.0% | Added |
| TrueWealth Advisors, LLC | 5,170 | $371.5K | 0.12% | +228+4.6% | Added |
| Up Strategic Wealth Investment Advisors LLC | 5,170 | $371.5K | 0.42% | +1,797+53.3% | Added |
| Acorn Wealth Advisors, LLC | 5,174 | $371.8K | 0.16% | −239−4.4% | Reduced |
| Guardian Asset Advisors, LLC | 5,181 | $372.2K | 0.25% | −35−0.7% | Reduced |
| Fort Point Capital Partners LLC | 5,190 | $373.0K | 0.05% | +327+6.7% | Added |
| Orleans Capital Management Corp | 5,199 | $373.6K | 0.21% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 5,401 | $373.6K | 0.16% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 5,200 | $373.7K | 0.25% | −2,400−31.6% | Reduced |
| Traynor Capital Management, Inc. | 5,201 | $373.8K | 0.03% | +677+15.0% | Added |
| Empirical Asset Management, LLC | 12,877 | $373.8K | 0.13% | +192+1.5% | Added |
| Better Money Decisions, LLC | 5,215 | $374.7K | 0.27% | +7+0.1% | Added |
| Aspect Partners, LLC | 5,220 | $375.1K | 0.21% | +48+0.9% | Added |
| LexAurum Advisors, LLC | 5,221 | $375.2K | 0.08% | +789+17.8% | Added |
| Schmidt P J Investment Management Inc | 5,223 | $375.3K | 0.06% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 5,223 | $375.3K | 0.26% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 5,244 | $376.8K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 5,209 | $376.8K | 0.02% | 00.0% | Unchanged |